Enterprise Client Success Manager

A company is looking for an Enterprise Client Success Manager - Insurance.

Key Responsibilities

Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless experience

Act as a trusted contact for clients, helping them navigate questions and maximize product usage

Use data to identify trends and support account growth strategies

Required Qualifications

5+ years of experience in client-facing roles such as account management or customer success

Experience in fintech, financial services, wealth management, and / or insurance preferred

Ability to understand technical aspects of the product and its integration into client workflows

Strong track record of using data and strategic thinking to drive results

Proven ability to build trust with internal and external stakeholders